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Michaela Gayapanao Pablo

Fisher Investments

Plano, TX

CRD 7329095

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-12
  • TX RA
    APPROVED
    Since 2024-09-12

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Southlake TX 06/2021 06/2024
Td Ameritrade Southlake TX 01/2021 06/2021
Dillard's Inc Hurst TX 11/2020 01/2021
University Of Texas At Dallas Richardson TX 09/2017 01/2021
Panda Restaurant Group Euless TX 10/2016 09/2017
Papa John's International Bedford TX 10/2015 10/2016
N/A Bedford TX 08/2005 05/2021
Charles Schwab Bank, Ssb Westlake TX 12/2021 07/2024
Charles Schwab & Co., Inc. Westlake TX 12/2021 07/2024
Fisher Investments Plano TX 09/2024 Present
  • 06/2021 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 01/2021 → 06/2021
    Td Ameritrade
    Southlake, TX
  • 11/2020 → 01/2021
    Dillard's Inc
    Hurst, TX
  • 09/2017 → 01/2021
    University Of Texas At Dallas
    Richardson, TX
  • 10/2016 → 09/2017
    Panda Restaurant Group
    Euless, TX
  • 10/2015 → 10/2016
    Papa John's International
    Bedford, TX
  • 08/2005 → 05/2021
    N/A
    Bedford, TX
  • 12/2021 → 07/2024
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 12/2021 → 07/2024
    Westlake, TX
  • 09/2024 → Present
    Plano, TX
Previous Registrations
  • 2022-01-09 → 2024-07-29
    Westlake, TX
  • 2021-08-27 → 2022-03-07
    Td Ameritrade, Inc.
    San Diego, CA
    Southlake, TX
  • 2021-08-27 → 2022-03-07
    Td Ameritrade Investment Management, Llc
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2021-08-26
Designations
  • Certified Financial Planner
Other Names
  • Michaela Pablo

View on SEC IAPD

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